INDIVIDUAL
ATTENTION.
CUSTOMIZED
ADVICE.

Since Bahl & Gaynor’s 1990 inception, our singular goal has been to work hand-in-hand with clients to meet their investment needs.

While many financial firms push one-size-fits-all products, we strive to coordinate the fundamental disciplines of our dividend-growth philosophy with the unique needs of our clients regarding the growth, use and preservation of their wealth.

Our client experience is centered around YOU.

We Listen to YOU

We begin by listening carefully to clearly understand your comprehensive financial goals.

We Learn about YOU

We analyze your assets, liabilities, and cash flow needs. We’ll help you look for or coordinate a team of professionals to work with us on your behalf in the areas of: taxation, insurance, and estate planning.

We apply our
strategies for YOU

We develop a strategy for the continued growth and use of your assets and have regular interactions with you and your team to ensure consistency with changing circumstances and goals.

Analysis

Bahl & Gaynor works discreetly with you and your advisors, as needed, to analyze available resources, determine suitable opportunities, and identify any existing impediments to achieving your financial goals. Our process then coordinates the input and recommendations of your professional team, as described above, to address any or all of the following considerations:

Cash Flow Planning

Tax Strategies

Estate Planning

Education Funding

Net Worth Analysis

Detailed income, expenses, and savings projections

Social Security analysis

Pension and investment income analysis

Tax minimization strategies

Asset distribution plan to minimize tax liability

Coordination with your CPA on tax strategies

Coordination with your estate planning attorney

Planning for legacy, charitable, and asset protection goals

Account titling and beneficiary reviews

Detailed cost analysis for private schools and universities

Working with you to define your education goals

Savings strategies to meet your goals

Develop comprehensive net worth statement

Detailed review of your assets and liabilities

Coordination with assets outside of Bahl & Gaynor management

Review of current insurance coverages

Needs analysis for life insurance, disability, and long term care

Coordination with your insurance advisor to review potential insurance solutions

Income planning as you transition from a paycheck

Analyze healthcare funding needs

Analyzing retirement goals and sustainable funding levels

Evaluate timing and duration of retirement years

Review your unique investment goals, risk tolerance, time horizon and liquidity needs

Build you a diversified dividend-growth portfolio that is both cost and tax efficient

When your needs dictate, overlay fixed income exposure to provide asset class diversification

Detailed review of your current trust documentation

Planning for income needs from trust assets

Coordination with your attorney to review existing trusts and implementation of new trusts

Detailed risk analysis of holding concentrated stock position

Review and implement strategies to reduce your risk of holding concentrated stock position

Review tax consequences of reducing concentrated stock position

Risk Management Considerations

Retirement Planning

Portfolio Structure

Trusts

Concentrated Portfolio Positions

Cash Flow Planning

Detailed income, expenses, and savings projections

Social Security analysis

Pension and investment income analysis

Tax Strategies

Tax minimization strategies

Asset distribution plan to minimize tax liability

Coordination with your CPA on tax strategies

Estate Planning

Coordination with your estate planning attorney

Planning for legacy, charitable, and asset protection goals

Account titling and beneficiary reviews

Education Funding

Detailed cost analysis for private schools and universities

Working with you to define your education goals

Savings strategies to meet your goals

Net Worth Analysis

Develop comprehensive net worth statement

Detailed review of your assets and liabilities

Coordination with assets outside of Bahl & Gaynor management

Review of current insurance coverages

Needs analysis for life insurance, disability, and long term care

Coordination with your insurance advisor to review potential insurance solutions

Income planning as you transition from a paycheck

Analyze healthcare funding needs

Analyzing retirement goals and sustainable funding levels

Evaluate timing and duration of retirement years

Review your unique investment goals, risk tolerance, time horizon and liquidity needs

Build you a diversified dividend-growth portfolio that is both cost and tax efficient

When your needs dictate, overlay fixed income exposure to provide asset class diversification

Detailed review of your current trust documentation

Planning for income needs from trust assets

Coordination with your attorney to review existing trusts and implementation of new trusts

Detailed risk analysis of holding concentrated stock position

Review and implement strategies to reduce your risk of holding concentrated stock position

Review tax consequences of reducing concentrated stock position

Risk Management Considerations

Review of current insurance coverages

Needs analysis for life insurance, disability, and long term care

Coordination with your insurance advisor to review potential insurance solutions

Retirement Planning

Income planning as you transition from a paycheck

Analyze healthcare funding needs

Analyzing retirement goals and sustainable funding levels

Evaluate timing and duration of retirement years

Portfolio Structure

Review your unique investment goals, risk tolerance, time horizon and liquidity needs

Build you a diversified dividend-growth portfolio that is both cost and tax efficient

When your needs dictate, overlay fixed income exposure to provide asset class diversification

Trusts

Detailed review of your current trust documentation

Planning for income needs from trust assets

Coordination with your attorney to review existing trusts and implementation of new trusts

Concentrated Portfolio Positions

Detailed risk analysis of holding a concentrated stock position

Review and implement strategies to reduce your risk of holding a concentrated stock position

Review tax consequences of reducing a concentrated stock position

Dedicated Planning Team

Bahl & Gaynor has invested in dedicated resources for the financial planning process. We have 7 members of our team that hold the CERTIFIED FINANCIAL PLANNER™ designation. Our clients have access to a coordinated team that works with you to identify goals and create a plan to achieve them.

7

Certified
Financial Planner™
Professionals

LET'S TALK TODAY!

Contact us today to begin the financial planning
process with Bahl & Gaynor.

Nick Brown, CFP®

Financial Planning Specialist and Principal

P: 513.618.4024

[email protected]

Or fill in the form below and Nick will contact you to
discuss your needs.


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